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Ascent Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ascent Group’s Portfolio JPST Stock Details JPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$258K Buy
5,094
+42
+0.8% +$2.13K 0.01% 665
2025
Q4 		$256K Buy
5,052
+195
+4% +$9.88K 0.01% 657
2025
Q3 		$246K Buy
4,857
+76
+2% +$3.85K 0.01% 658
2025
Q2 		$242K Buy
4,781
+665
+16% +$33.6K 0.01% 636
2025
Q1 		$208K Sell
4,116
-2,302
-36% -$116K 0.01% 659
2024
Q4 		$323K Sell
6,418
-274
-4% -$13.8K 0.02% 446
2024
Q3 		$340K Sell
6,692
-18
-0.3% -$910 0.03% 424
2024
Q2 		$339K Sell
6,710
-431
-6% -$21.7K 0.03% 406
2024
Q1 		$360K Sell
7,141
-535
-7% -$26.9K 0.03% 406
2023
Q4 		$386K Sell
7,676
-7,838
-51% -$393K 0.04% 384
2023
Q3 		$777K Sell
15,514
-4,257
-22% -$213K 0.09% 260
2023
Q2 		$990K Sell
19,771
-3,680
-16% -$185K 0.11% 235
2023
Q1 		$1.18M Sell
23,451
-208
-0.9% -$10.5K 0.13% 212
2022
Q4 		$1.19M Buy
23,659
+3,801
+19% +$191K 0.14% 199
2022
Q3 		$995K Sell
19,858
-10,570
-35% -$530K 0.12% 210
2022
Q2 		$1.52M Sell
30,428
-8,456
-22% -$424K 0.18% 169
2022
Q1 		$1.96M Buy
38,884
+33,659
+644% +$1.7M 0.23% 160
2021
Q4 		$264K Buy
+5,225
New +$264K 0.03% 396

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ascent Group's JPST Position: Q1 2026 in Review

Ascent Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.83% in Q1 2026, buying an estimated $2.13K and bringing the position to 5,094 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #665.

Ascent Group first reported a position in JPST in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.96M in Q1 2022. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Ascent Group held 5,094 shares of JPMorgan Ultra-Short Income ETF worth $258K as of Q1 2026.
  • Ascent Group bought 42 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $2.13K.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of Ascent Group's portfolio in Q1 2026, its #665 holding.
  • Ascent Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 18 quarters since.
  • Ascent Group's JPMorgan Ultra-Short Income ETF position peaked at $1.96M in Q1 2022.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.